Tag: facebook
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Facebook Stock is Undervalued (or is it?)
Someone asked me to take a look at Facebook’s stock this evening, so I took a page from Aswath Damordaran’s valuations class and did a quick equity analysis, borrowing a number of his assumptions. You can download my worksheet here (Dropbox Link). My analysis generated an implied market cap of about $48 Bn. The stock closed today with a…
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Locking on Strategy: Apple & Twitter
I’ve been trying to identify a trend I’ve seen this week in my RSS feeds, told through the story of Apple changing rules on iPhone application analytics (Venture Beat), the much-discussed HTML5 vs. Adobe battle (I like this Scobleizer read which discusses it) and Twitter developing 3rd party applications for mobile applications and acquiring Tweetie…